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How do macro themes drive equity markets?
We frequently discuss globalisation, political volatility, geo-political competition, and technological change on this podcast. But how can investors play these trends? Paul Diggle talks to Blair Couper and Jamie Mills-O’Brien, equity fund managers at abrdn, about thematic investing.
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By Aberdeen InvestmentsWe frequently discuss globalisation, political volatility, geo-political competition, and technological change on this podcast. But how can investors play these trends? Paul Diggle talks to Blair Couper and Jamie Mills-O’Brien, equity fund managers at abrdn, about thematic investing.
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